Welcome to the Fexa Knowledge Base!
This site contains documentation (articles and videos) that will provide guidance on how to perform specific functions within Fexa. We regularly update the content to keep you up to date on the latest features, tips and tricks.
All "Vendor Training" and "Location Training" documentation can be viewed without logging into Zendesk. Additionally, the articles below in the "Client Training" section can also be viewed without logging into Zendesk.
In order to view content on the items below, please log into your Zendesk account.
- Attaching Documents in Fexa Via Email
- Add Documents to Communication Rules
- Adding Banners, Bulletins and Important Links
- Preventative Maintenance Program Report
- Preventative Maintenance on Facilites
- Preventative Maintenance
Proposals & Invoices
- Products Menu - Managing Line Items
- Creating an Invoice
- GL Code on Invoice Grid
- Mass Manage Proposals and Invoices
- Proposals and Invoices Overview
- Creating a Vendor User
- Creating a Vendor
- Searching for a Vendor
- Vendor Compliance
- Make Subcontractor Employee Roles Assignable
- Resend Assignment Emails
Work Order Grid and List Creation
Work Order Overview
- Nearby and Location Work Orders
- Adding Notes/Sending Email on Work Orders
- Custom Fields
- Work Order Confirmation Screen
- Work Order Links to Facility, Client and Vendor
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